With the Pipedrive - QuickBooks integration app, you can spare the endless email communication with your accountants as well as the switching between the Pipedrive and QuickBooks apps by creating invoices from Pipedrive’s deal details view. 

- Invoice creation and sending
- Contacts creation/link to QuickBooks contacts
- Automatic Products creation/link to QuickBooks products
- Pulling invoices from QuickBooks into Pipedrive
- Aggregated invoicing data by contact
- Updated statuses on invoices

Discover how the app can help you by giving you the necessary information to streamline your sales process and close deals faster!

**Note**: QuickBooks API only allows one active connection at a time per account. Therefore, only one user can install it in Pipedrive.

Enable payments and tracking

QuickBooks

The Fortnox sync app seamlessly connects Pipedrive with Fortnox, enabling automatic syncing of customers, products, and invoices, and updating sales data in real-time. Directly view financial details organisation in the custom panel of Pipedrive, and create invoices/orders in  Fortnox when a deal stage changes. Pipedrive Fortnox integration advantages include real-time data updates, replay option for failed syncs, flexible field mappings, and tailored sync rules.

### Key Features

1. **Automatic Deal to Invoice or Order Creation:** Transform Pipedrive deals directly into invoices or orders, equipped with real-time status updates in the deal notes.

2. **Financial Data Update:** Updating financial data of organizations that includes invoice details directly in Pipedrive from Fortnox with a mere click using the custom panel.

3. **Replay Unsuccessful Integrations:** Bid goodbye to missed invoice integrations with our distinctive replay feature accessible from the deal notes.

4. **Manual Company Creation:** Step up your data management game by manually creating or updating organizations from Pipedrive as customers in Fortnox.

5. **Product Sync:** Elevate your product management efficiency with seamless product synchronization from Pipedrive to Fortnox with each integration cycle.

6. **Personalized Sync Setup:** Customize the sync experience with intuitive preferences and field mapping options allowing for an integration setup that mirrors your business needs perfectly.

Manage contracts

Automate my pipeline and data

Fortnox Sync

Easily synchronize Xero and Pipedrive records bi-directionally. Easily access quotes, invoices, and payments directly within Pipedrive, eliminating the need to log in to Xero and toggle between apps. With SyncQ, your Pipedrive records are instantly synced with Xero, mitigating the discrepancies caused by manual entries and enhancing business efficiency. Embrace business process automation to streamline operations.

&#x2713; Automatically Synchronize Xero Transactions with Pipedrive

&#x2713; Synchronize Quotes, Invoices, and Payment History with Organizations and People in Pipedrive

&#x2713; Instantly synchronize data both ways

&#x2713; Synchronize Pipedrive Records with Xero Contacts, Quotes, Invoices, and More

&#x2713; Track sales trends and receivables within Pipedrive

&#x2713; Customizable mapping  to suit your business requirements

&#x2713;  Utilize a single Deal for multiple Quotes/Invoices to enable Progressive Billing

&#x2713; Email quotes and invoices can be sent out directly from Pipedrive

&#x2713; Connect multiple Xero companies

&#x2713; PDF format for Quotes and Invoices (SyncQ license required for viewing)

Xero Advanced Automation - SyncQ

Stripe is a technology company that builds economic infrastructure for businesses of every size, from new startups to public companies. Using our Stripe for Pipedrive extension lets you manage Stripe customers and their payment records from your Pipedrive account.

1. View the invoices created for a particular customer inside your Pipedrive account
2. Sync your Stripe customers to Pipedrive 
3. Aggregated invoicing data by contact
4. Updated statuses on invoices
5. Pull invoices from Stripe in to Pipedrive
6. Send online invoices to customers and get updated when they’re opened

Stripe for Pipedrive

Power up Pipedrive with sales and payment capabilities. Send quotes, custom orders, invoices and capture payment right from each deal

**Quotes**
Create beautiful, customized quotes with images, videos, and detailed descriptions of your products that can be sent via SMS or email and viewed on any device.

**Orders**
Quickly generate and process orders, monitor their status, and update customers on the progress for efficient fulfillment and maximum customer satisfaction.

**Invoices**
Ensure prompt and accurate billing with customized invoices that streamline payment tracking, due date management, and transparent record-keeping of your financial transactions.

**Custom engagements**
Connect virtually with customers directly inside their documents to answer questions and help them convert faster.

**Payments**
Give customers the option to make payments online directly from quotes or enable autopay or partial invoicing options for added convenience.

QuoteMachine - Quotes, Orders, Invoices & Payments

Use this integration to move your contact and organisation information from Pipedrive to Bexio, or Bexio to Pipedrive, in one click. 

- Bulk import Bexio contacts and organisations to Pipedrive or vice versa
- Contact name, email and phone is transferred
- Organisation name, email, phone number and address is transferred

*Please note that other contact/organisation fields and custom fields are not transferred. Contacts and organisation links will also not be transferred.*


**Looking for more?**
At what., we can develop custom Pipedrive integrations to help improve your experience and usability with Pipedrive. We also offer Pipedrive consulting services, if you want to get even more out of your Pipedrive experience. Please get in touch for more information at pipedrive.bexio@what.digital

Other use cases

Bexio Pipedrive Data Transfer App

**About**

*Paycove is a 5 star rated app that streamlines and automates your account receivables workflow. In addition to Pipedrive, Paycove integrates with Xero, Quickbooks, Stripe, Zapier and more.*

### **Docs & Quotes**

Streamline document preparation and quotation processes, enhanced with seamless e-sign integration.

### **Invoices & Payments**

Facilitate effortless billing and payment collection, incorporating real-time transaction notifications.

### **Reporting & Analytics**

Harness the power of data with comprehensive reporting tools, enabling data-driven decision-making.

### **Collections**

Optimize your revenue recovery with our advanced collections tools, ensuring timely payments.

### **Global Tax & Accounting**

Stay compliant effortlessly across borders with automated tax calculations and bookkeeping. Quickbooks & Xero integrations allow you to automatically sync your quotes, invoices and payments.

Paycove

This app is focussed on the Dutch market as Moneybird is also focussing on the Dutch market. *English description below.*

### Pipedrive koppeling met Moneybird?
Moneybird is een online boekhoudprogramma voor ondernemers. Het streeft ernaar om boekhouden zo eenvoudig mogelijk te maken.

**Waarom Moneybird integreren met Pipedrive?**
- Met 1 muisklik een factuur aanmaken in Moneybird vanuit Pipedrive
- Overzicht van alle factuurhistorie uit Moneybird in Pipedrive
- Automatisch contacten en organisaties omzetten naar contacten in Moneybird.
- Voorkom fouten door middel van automatische gegevensuitwisseling.
- Configureer zelf welke velden je wilt synchroniseren.

### English: description
Moneybird is an online accounting program for entrepreneurs. It aims to make accounting as simple as possible.

Why integrate Moneybird with Pipedrive?

- Create an invoice in Moneybird with just one click from Pipedrive.
- Overview of the Moneybird invoice history in Pipedrive
- Automatically convert contacts and organizations to contacts in Moneybird.
- Prevent errors with this automatic workflow 
- Configure which fields you want to synchronize yourself.

Communicate with leads

Manage my accounts

Moneybird

**Disponible uniquement en France / Available only in France**

*Cette application est exclusivement conçue pour le marché français et est uniquement disponible en langue française. Veuillez noter que l'assistance et les fonctionnalités peuvent être limitées si vous utilisez l'application en dehors de la France.*

—

[Pennylane](https://www.pennylane.com/fr/) est la solution de facturation préférée des utilisateurs Pipedrive en France. 

Améliorez la productivité de vos équipes commerciale et finance en connectant Pipedrive et Pennylane avec cette intégration concue pour s'intégrer parfaitement dans Pipedrive.

- Transformez vos affaires gagnées en factures Pennylane sans quitter Pipedrive.

- Envoyez les factures & abonnements Pennylane depuis Pipedrive

- Alimentez votre catalogue client Pennylane automatiquement lors de la création des factures depuis Pipedrive

- Retrouvez vos factures Pennylane et leur statut de paiement directement sur Pipedrive

Pennylane

sevDesk is a German bookkeeping tools which covers the needs of the German speaking market. Therefore, the following description is not translated to English.

sevDesk ist Deutschlands beliebtestes **Buchhaltungssoftware**. Mit der Schnittstelle zwischen Pipedrive und Sevdesk ersparen Sie sich das manuelle Anlegen der **Stammdaten** und können **Angebote** und **Rechnungen** direkt aus Pipedrive erstellen. 

[Hier finden Sie **weitere Informationen**](https://pd-experts.com/schnittstelle-pipedrive-sevdesk/) und auch einen  Link, um **sevDesk** zu **testen**:

sevDesk - Pipedrive Verbindung

Clientjoy's Pipedrive App helps you to directly move your 'Closed Won' Deals in Pipedrive as 'Clients' into Clientjoy. Once a Client is created in Clientjoy, you can log in to Clientjoy and offer a Stellar Client Experience.

It includes:

Ability to build White-Labelled Client Portals that integrate with 1000+ Apps including Click up, Google Data Studio, Airtable, Figma, Canva etc.
Ability to create and send One-Time, Split or Recurring Invoices with Auto-Reminders
Native and Powerful integrations with Stripe, Paypal and Payoneer for Payment Collections
Ability to create and send Documents like Contracts, Proposals, Quotes and Estimates to get them e-Signed

Clientjoy's integration with Pipedrive will help you reduce your Turn around Times across your Client Life-Cycle from Prospect to Payment.

Clientjoy - Portal for your Clients

Danish CVR Lookup integration is a simple tool that helps you manage clients data in your Pipedrive CRM without having to manually enter data into CRM fields.

All you need to do is enter the CVR number or name. Required company data, like address, contacts, financial data, number of employees, company type and industry code, will be automatically fetched and populated. As Virk.dk is the official database of Danish businesses, the data fetched is reliable and accurate. This, in turn, benefits the sales and marketing teams.

### Key features

1. **Easy Data Updation:** Add all the information about your clients using the company name or CVR number in just one click.

2. **Financial Data Update:** You can now view the past three years of finances of the added organization with a valid CVR number.

3. **Bulk Update:** You have the option of updating multiple customer data with organizations in bulk.

4. **Organization Data Update:** Organization data will be automatically added to your CRM when a new organization is created in the CVR Lookup app.

5. **Data from Official Databases:** The Danish CVR Lookup app can help you fetch data from the authorized public source which is Virk.dk, to populate the fields in CRM.

6. **Custom data mapping:** The mapping window in CVR Lookup allows you to sync the essential organization data with your CRM easily.

Connect your favorite tools or easily find new ones

Enable payments and tracking

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